Neumeier Poma Investment Counsel as of Dec. 31, 2022
Portfolio Holdings for Neumeier Poma Investment Counsel
Neumeier Poma Investment Counsel holds 41 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comfort Systems USA (FIX) | 5.9 | $64M | 557k | 115.08 | |
| Fabrinet SHS (FN) | 5.5 | $59M | 463k | 128.22 | |
| WNS Holdings Spon Adr | 4.3 | $46M | 577k | 79.99 | |
| ExlService Holdings (EXLS) | 3.9 | $42M | 249k | 169.43 | |
| Nv5 Holding (NVEE) | 3.9 | $42M | 317k | 132.32 | |
| Visteon Corporation (VC) | 3.9 | $42M | 319k | 130.83 | |
| Steven Madden (SHOO) | 3.7 | $39M | 1.2M | 31.96 | |
| Harmony Biosciences Hldgs In (HRMY) | 3.5 | $38M | 685k | 55.10 | |
| Tetra Tech (TTEK) | 3.4 | $37M | 255k | 145.19 | |
| Federal Signal Corporation (FSS) | 3.4 | $37M | 785k | 46.47 | |
| AMN Healthcare Services (AMN) | 3.4 | $36M | 352k | 102.82 | |
| Clearfield (CLFD) | 3.2 | $34M | 366k | 94.14 | |
| Century Communities (CCS) | 2.8 | $30M | 601k | 50.01 | |
| Atlantica Sustainable Infrastructure SHS (AY) | 2.7 | $29M | 1.1M | 25.90 | |
| Inmode SHS (INMD) | 2.5 | $27M | 751k | 35.70 | |
| Hannon Armstrong (HASI) | 2.5 | $27M | 919k | 28.98 | |
| Cbiz (CBZ) | 2.5 | $27M | 567k | 46.85 | |
| OSI Systems (OSIS) | 2.4 | $26M | 326k | 79.52 | |
| Lakeland Financial Corporation (LKFN) | 2.3 | $24M | 335k | 72.97 | |
| Nextera Energy Partners (NEP) | 2.3 | $24M | 348k | 70.09 | |
| Veeco Instruments (VECO) | 2.2 | $24M | 1.3M | 18.58 | |
| Meritage Homes Corporation (MTH) | 2.2 | $23M | 253k | 92.20 | |
| InterDigital (IDCC) | 2.0 | $22M | 444k | 49.48 | |
| Axcelis Technologies (ACLS) | 1.9 | $21M | 264k | 79.36 | |
| Fox Factory Hldg (FOXF) | 1.9 | $21M | 226k | 91.23 | |
| Dycom Industries (DY) | 1.9 | $20M | 218k | 93.60 | |
| Skyline Corporation (SKY) | 1.8 | $20M | 383k | 51.51 | |
| Alamo (ALG) | 1.8 | $20M | 139k | 141.60 | |
| First Merchants Corporation (FRME) | 1.6 | $17M | 422k | 41.11 | |
| Cavco Industries (CVCO) | 1.6 | $17M | 75k | 226.25 | |
| Columbia Banking System (COLB) | 1.5 | $17M | 553k | 30.13 | |
| Korn/Ferry International (KFY) | 1.5 | $16M | 318k | 50.62 | |
| Myr (MYRG) | 1.3 | $14M | 156k | 92.07 | |
| Columbus McKinnon (CMCO) | 1.3 | $14M | 442k | 32.47 | |
| Methode Electronics (MEI) | 1.2 | $13M | 302k | 44.37 | |
| Verint Systems (VRNT) | 1.2 | $13M | 369k | 36.28 | |
| Tower Semiconductor SHS (TSEM) | 1.1 | $12M | 280k | 43.20 | |
| Yeti Hldgs (YETI) | 1.1 | $12M | 281k | 41.31 | |
| FormFactor (FORM) | 1.0 | $11M | 487k | 22.23 | |
| Pacira Pharmaceuticals (PCRX) | 1.0 | $11M | 277k | 38.61 | |
| Modivcare (MODV) | 0.7 | $7.2M | 81k | 89.73 |
